• Process daily incoming and outgoing ACATS within industry timelines, validating client information, contra accounts, and asset eligibility across the full transfer lifecycle • Process DTC / FOP (Free of Payment) transfers, ACATS Free Deliveries, Fail Reversals, and nonstandard transfer types (PTR, PTD, RCL, RCR, FRV, MFC, PTF) • Identify documentation and processing irregularities, execute the correct reject paths, and apply controls to prevent errors • Handle communications with contra firms, transfer agents, and partner brokers, coordinating on rejections, accelerations, reclaims, and documentation • Run mass account transfers and conversions, both internal and external • Partner with engineering to automate daily self-clearing workflows • Drive continuous operational improvement through root cause analysis, trend analysis, and updates to the control framework • Serve as the firm's Subject Matter Expert on transfers, acting as a referral point for policy-related queries • Prepare summary documentation for special projects and participate in cross-functional initiatives as assigned

Role Description This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Team members may live in the following locations: El Salvador, Mexico, or Colombia. What You’ll Do: - Communicate Clearly: Projects get done well when the team is working together and communicating well. You set the tone. - Creating a Common Goal: Whether it’s project scope, budget, or timeline–you get everyone on the same page. - Driving Success: You understand that when acceptance criteria and project objectives are clearly defined, the project gets where it needs to be. - Role Ownership: You’re comfortable acting as the team leader of a project; working with minimal oversight and direction. - Creating Relationships: You’re ready to set up a steady stream of communication between you and your clients. You can anticipate their needs. - Creating Accountability: For your client and for your team–everyone knows what needs to be done and when. - Vision Sharing & Knowledge Transfer: No two projects are alike. We want you to teach us what you learn from each one, so we can all get better together. Qualifications - You’re a professional planner. - 3+ years experience in project management is best, but experience is commensurate with skill. - You’re an Agile planner. - You have a collaborative and caring attitude with clients. - You excel at risk management. - You’re tech savvy. - You craft clear and concise user stories and acceptance criteria. - Your excellent written and verbal communication skills are exactly what we need. Requirements - Technical Proficiency: Owns on-time, on-budget delivery for complex projects. Facilitates scrums, manages risks and dependencies, mentors junior PMO team members, and ensures clients and teams are aligned. - Develop Collaboratively: Participate in successful Agile delivery by seeking guidance, raising concerns, advancing best practices, identifying blockers, and mentoring peers and more junior team members. - Define Value: Gather requirements and write thorough and testable acceptance criteria for complex projects 1-2 sprints ahead, leveraging AI tools to increase clarity and effectiveness. - Product Expert: Become an expert in the desired functionality and expected behavior of client products and software. - Manage Risks: Document plan, status, risks, and progress to ensure on-time/budget and adherence to the terms of the SoW. - Ensure Collaboration: Manage workspaces, schedules, and communication so that the team can do its best work. Benefits - A stable, full-time role with paid time off, local holidays, and country-specific perks. - Work/life balance that’s real, promoting a true work/life balance and encouraging a 40-hour work week. - A culture worth joining, recognized by Best Places to Work in Fintech, Clutch, and Comparably. - Support without micromanagement, guiding and championing your career growth. - Your voice matters; openness, curiosity, and shared ownership are valued. - Paid time off and holidays based on your country’s standards. - Country-specific benefits that reflect where you live, including bonus pay and local protections. - Investment in your growth with coverage for online courses, tech conferences, or certifications. - People-first approach, leading with kindness, respect, and empathy.

• Prepare proposals/bids and negotiate contracts • Ensure compliance with contract commitments and conduct commercial risk assessments • Develop commercial strategies and solutions meeting customer requirements • Lead internal commercial meetings and risk reviews • Manage proposal submissions and coordinate output with cross-functional teams • Maintain knowledge of market trends and competitor actions

• Own the delivery lifecycle of initiatives related to the Inquiry to Order tools (NEX/CPQ/CLM) • Execute detailed requirements gathering and documentation for platform enhancements and process changes while maintaining global stakeholder alignment • Create project plan with key deliverables and dates • Serve as the primary DT interface throughout development • Coordinate testing, validation, and user acceptance activities for new releases and fixes • Generate platform documentation and process support materials associated with rollout of major initiatives • Own launch management — go-live communications, training, manage hyper care period, monitor post-launch stability • Lead stabilization — manage post-launch punch list, confirm platform is stable, formally close out initiative and document lessons learned • Investigate operational issues and partner with technical teams to support resolution • Support incident triage, issue resolution, and follow-up on recurring defects or integration problems • Collaborate with business users to understand day-to-day operational needs and pain points